Women Capital Providers Luncheon

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4th Annual ACG LA Women Capital Providers Luncheon

June 27, 2011 • The Four Seasons


TODAY’S SPEAKER

Kelly M. Williams Credit Suisse

Kelly Williams is a managing director and the group head of the Credit Suisse Customized Fund Investment Group, a market leader in the development and management of customized private Equity, real estate and infrastructure programs with approximately $26 billion in client commitments under management. Previously Williams was an executive director with Prudential’s private equity group which she co-founded in 1999. Prior to joining Prudential, she was an associate with Milbank, Tweed, Hadley and McCloy. Williams has served as a mentor to fellows of the Robert Toigo Foundation since 2006. She was elected to the YWCA Academy of Women Leaders in 2007 and is the founding board chair of the Private Equity Women Investor Network. In addition, she is chair of the LP Advisory Board for the Sponsors for Educational Opportunity Program and serves on the boards of several other organizations including the Council of Urban Professionals and the Board of Trustees at Union College. Williams holds a B.A in political science and mathematics from Union College and a J.D. from New York University School of Law.

TODAY’S EVENT PROGRAM CHAIRS Ivelisse Rodriguez Simon

Vice President Avante Mezzanine Partners

Darcy Wilson-Jones Partner McGladrey & Pullen

WOMEN IN GROWTH INVESTING COMMITTEE Dora Szalonta William and Henry Associates

Amy Oswick Lockton Insurance Brokers

Lisa Leight Stanton Associates


TODAY’S SPONSORS

Houlihan Lokey is an international investment bank with expertise in mergers and acquisitions, capital markets, financial restructuring, and valuation. Houlihan Lokey has 14 offices and more than 800 employees in the United States, Europe and Asia. The firm serves more than 1,000 clients each year, ranging from closely held companies to Global 500 corporations.

For over 100 years, Kirkland & Ellis has served its clients around the world in complex corporate, tax, litigation, intellectual property, restructuring and counseling matters. Currently, over 250 of its 1,600 lawyers practice almost exclusively in the area of private equity, resulting in one of the largest and most active private equity legal practices in the world. Kirkland provides innovative strategies to private equity funds and their financing sources in areas ranging from fund formation to structuring complex acquisitions, financings and dispositions of portfolio companies.

TSG Consumer Partners is a middle-market private equity firm focused exclusively on investing in branded consumer companies. With over $1.4 billion in equity capital under management, TSG has invested in over 50 brands and has built a team of investment professionals with extensive consumer experience. TSG seeks investments in the branded food, beverage, health & beauty, auto care, household, pet care, and consumer services categories. TSG invests in both minority and control transactions.

McGladrey is the brand under which RSM McGladrey, Inc., and McGladrey & Pullen, LLP, serve clients’ business needs. Together, they rank as the fifth largest U.S. provider of assurance, tax and consulting services, with 7,000 professionals and associates in nearly 90 offices. McGladrey is dedicated to serving the middle market private equity firms and their portfolio companies with integrated transaction advisory, tax, audit, consulting and investment banking services. Their clients benefit from a single-point-of-contact service model and teams that operate as strategic partners though out the private equity lifecycle. McGladrey’s California practice consists of approximately 500 professionals in five offices: Orange County, Los Angeles,

Relativity Capital with offices in Arlington, VA, New York, NY, and Bloomington Hills, MI, provides private equity capital to companies throughout all stages of the business cycle. Relativity seeks to invest in the aerospace/defense, industrials, and business and healthcare services sectors. Relativity’s key investment initiative is to drive operational excellence in partnership with management. The firm’s founders, Leslie L. Armitage and Joyce Johnson-Miller, bring over three decades of private equity experience, most of which comes through senior positions at The Carlyle Group and Cerberus Capital Management, L.P.


Changing the Face of Finance Leaders at Every Level Diverse women-led teams deliver better business results. For the past 20 years, that’s why Toigo has been committed to change the face of finance by attracting more historically under represented talent to the industry. We select the best minority MBA talent as Fellows—and that’s just the start. Toigo supports its 800+ Fellows and Alumni with career guidance, leadership development and job placement assistance. We’re advocates for change and help finance firms create workplaces where minority women can thrive. Today, Toigo Alumni own and operate their own investment firms, serve as investment officers of major pension plans, and work at all levels of leadership in private equity, venture capital, real estate and hedge. The power of the Toigo network is unmatched.

Get to know Toigo and its talent—the return is exceptional.

www.toigofoundation.org

ToIGo ANGELS


ABOUT ACG

Driving Middle Market Growth ACG LA is one of the largest and most active chapters of the Association for Corporate Growth (“ACG”) and the premier association for professionals involved in corporate growth, corporate development and mergers and acquisitions. ACG LA delivers thought provoking, knowledge-based events and networking opportunities for professionals responsible for facilitating corporate growth initiatives at middle market companies. Participants in ACG LA’s monthly meetings, worldclass conferences and intimate roundtable discussions iNclude corporate officers, private equity sources and service providers who seek to remain abreast of current issues relating to corporate growth and to interact with thought leaders. ACG presently has 53 chapters in North America and Europe, with 14,000 members from corporations, private equity, finance and professional service firms. Visit www.acgla.org or call 310.426.9710 to join.


MEMBER BENEFITS • ACG’s dynamic global membership database. • Intergrowth, ACG’s annual global conference, facilitates informal deal exchange and networking with more than 2,000 leading international corporate growth professionals. • Mergers and Acquisitions: The Dealmaker’s Journal, ACG’s monthly publication. ACG members may submit articles and columns for publication. • Achieving Corporate Growth, ACG’s monthly e-newsletter. •

Merger Mogul, an e-newsletter from Source Media that provides expert commentary, analysis and news on corporate and private equitybacked mergers and acquisitions, focusing primarily on middle market deals, people and transactions.

Become a member today to gain access to the above benefits and more: • Attend ACG LA’s monthly events at a large discount from the non-member rate. • Attend ACG LA’s Annual Conference on September 20-21, 2011 at a $150 savings. As a reminder, any ACG members who refer a new member to our chapter, will receive free admission to one of our monthly chapter meetings. For more details, please contact Christyne Buteyn or Ari Nadelman, our VP of Membership.


acG loS anGeleS Business conference

2011

g r o w t h s t r at e g i e s

|

M&a

|

finance

the Nation’s premier deal flow & Business conference September 20 – 21, 2011 | Beverly hilton Hotel

peter g u B e r

Chairman and CEO, Mandalay Entertainment Group

arIaNNa huffington President and Editor-in-Chief of The Huffington Post Media Group

laWreNce H. suMMers

Director, White House National Economic Council for President Barack Obama, 2009-2010

joe t o r r e

Legendary Baseball Manager & EVP of Major League Baseball

new conference

HeNrIk f i s k e r

Co-founder, CEO and Executive Design Director,

Harry Markopolos Madoff Whistleblower

kevIN f r e i B e r g Best Selling Author and Entrepreneur

sessions

in 2011

corporate executive aNd Business owner track WedNeSday, septeMBer 21 | 10 a.m. to 12:00 p.m. In Parterneship with

woMen’s foruM | tueSday, septeMBer 20, 11 a.m. to 1:00 p.m. SpeakerS will include:

Julia gouw,

linda a. livingstone, ph.d.,

Julie schoenfeld,

tracy young,

President and Chief Operating Officer, East West Bank

Dean and Professor of Management at Pepperdine University’s Graziadio School of Business and Management

President and CEO of Perfect Market, Inc., an IdeaLab Company

Los Angeles news anchor at CNN Headline News Local Edition is our Moderator

SponSored by: pepperdine private capital marketS project | Supported by: nawbo-la

presented by

“early Bird” registration through July 31st. register at www.acglaconference.com Sponsorship opportunities:

Mina trujillo 310.444.9065 | email: mina@chraftpr.com


2011 ACG LA DIRECTORS & OFFICERS Chairman & President: Jason Brown GE Capital 213.615.2116

VP Private Equity: Steve Moon Duff & Phelps Securities 310.689.0070

Past President: Scott Kolbrenner Houlihan Lokey 310.712.6524

VP Research & Dev.: Chris Hebble Cerberus California, Inc. 310.903.5016

Secretary: Tom Cleary SNR Denton 213.892.5080

VP WIGI: Ivelisse Simon Avante Mezzanine Partners 310.667.9243

Treasurer: Bob Pearlman BDO USA, LLP 310.557.8228

VP ACG Cup: Gary Rabishaw Intrepid Investment Bankers 310.478.9000

VP Programs: Suzie Doran SingerLewak LLP 310.477.3924 VP Awards: Paul Gurrola BDO USA, LLP 310.203.1208 VP Membership: Ari Nadelman Lionfish Advisors, LLC 310.396.8000 VP Communications: Dianne Prust Wells Fargo Private Bank 310.426.3849 VP Sponsorship: Andrew Apfelberg Rutter Hobbs & Davidoff 310.286.1700 VP Corp Exec Forum: Lewis Stanton Stanton Associates LLC 818.752.6500

Chief Executive Officer: Bill Webster 310.245.5942 • bill@acgla

DIRECTORS AT LARGE Marc Deneen PNC Business Credit 818.752.6196 Tom Hayes PNC Business Credit 818.752.6104 Eric Klein Sheppard Mullin 310.228.3728 Rahul Merani DLC 310.895.7000 Doug Schreier ACG At Large 310.892.4972 Alain Rothstein Vicente Capital Partners 310.426.9710 Chapter Executive: Christyne Buteyn 310.426.9710 • info@acgla.org

UPCOMING EVENTS July 20, 2011 - Investment Banking Panel 5:30 – 9:00 pm – California Club Downtown Los Angeles

August 17, 2011 - A Taste of Summer 5:30 – 9:00 pm – Shutters on the Beach Santa Monica beach Members Only


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